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Home > Retirement Planners > california > los angeles > MASON & ASSOCIATES, INC.
MASON & ASSOCIATES, INC.
7474 North Figueroa Street
Suite 100
Los Angeles, California 90041
Tel: 323-254-3072
About MASON & ASSOCIATES, INC.
MASON & ASSOCIATES, INC, formally registered with the SEC as MASON & ASSOCIATES, INC. The firm was established in 08/03/2006. They have over 1 offices throughout the country.
MASON & ASSOCIATES, INC. is a Los Angeles, California based Financial Planning firm with nearly $631,260,155 assets under management, offering retirement planning & investment advisory services to 1822 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 141303 |
| SEC# | 801-67068 |
| Assets Managed by Firm | $631,260,155 |
| No. of Clients | 1822 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1822 | $631,260,155 |
| Individuals (other than high net worth individuals) | 339 | $96,936,083 |
| High net worth individuals | 165 | $416,396,246 |
| Pension and profit sharing plans | 43 | $70,962,239 |
| Charitable organizations | 4 | $5,452,431 |
| Corporations or other businesses | 14 | $41,513,156 |
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